LBMC PC
auditor13 known aliases resolved via the canonical alias map
Market position · 2024
Plans served72+6 YoYRank #285 of mapped providers
Assets under administration$20.1B0.0%Market share · rank #678
Fees received$1MMedian $15,625/planSum across Schedule C direct + indirect
Net wins YoY+527 won · 22 lostPlan-level switch detection
Plans served · 5-year trajectory
Market-share plans percent annotated. Bar height is raw plan count.
Customer-base shape
What does a typical LBMC PC plan look like?
Service mix · median fees per plan
Count of plans where LBMC PC ships each service code, and the median compensation they report under it.
| Service | Plans | Median fees | Distribution |
|---|---|---|---|
Direct payment from the plan; Accounting (including auditing)Code 10 | 59 | $15,200 | |
Other servicesCode 49 | 3 | $16,000 | |
Consulting (general)Code 16 | 2 | $56,545 | |
Investment advisory (participants); Direct payment from the planCode 26 | 2 | $12,710 | |
Other fees; ActuarialCode 11 | 1 | $16,500 | |
Contract Administrator; Direct payment from the planCode 13 | 1 | $11,150 | |
Consulting fees; Consulting (pension); Recordkeeping fees; Direct payment from the plan; Recordkeeping and information management (computing, tabulating, data processing, etc.)Code 15 | 1 | $7,100 | |
Investment advisory (plan); Direct payment from the planCode 27 | 1 | $20,900 |
Competitor overlap
Percent of LBMC PC's plans that also list each competitor on Schedule C. High numbers = co-living partners; low numbers = direct displacement targets.
Plans won in 2024
Appeared this year; did not appear last year under LBMC PC.
| Sponsor | From | Assets |
|---|---|---|
LIFEPOINT HEALTH, INC.TN · 270500485-001 | Prudential Retirement Insurance & Annuity Co. | $2.6B |
KNIGHT-SWIFT TRANSPORTATION HOLDINGS INC.AZ · 205589597-003 | LPL Financial | $1.0B |
MID-SOUTH INDEPENDENT SCHOOL BUSINESS OFFICERS, INC.GA · 582057721-005 | EQUITABLE | $395M |
OAK RIDGE ASSOCIATED UNIVERSITIESTN · 620476816-001 | TIAA | $359M |
LIFE CARE CENTERS OF AMERICA, INC.TN · 620963862-001 | Elliot Davis | $298M |
ACADIA HEALTHCARE COMPANY, INC.TN · 452492228-001 | Empower | $297M |
USOP, LLCGA · 852924718-001 | Magnolia Capital Advisors LLC | $103M |
CHS EMPLOYEE GROUP, LLCTN · 232704721-001 | Lattimore Black Morgan & Cain PC | $100M |
NATIONAL SEATING & MOBILITY, INC.TN · 621400785-001 | Lattimore Black Morgan & Cain PC | $91M |
INCEPTION FERTILITY CORPORATE SERVICES, LLCTX · 843102651-001 | Transamerica | $91M |
Plans lost in 2024
Appeared last year under LBMC PC; not this year.
| Sponsor | To | Assets |
|---|---|---|
BROOKDALE SENIOR LIVING INC.TN · 203068069-001 | Dixon Hughes Goodman | $446M |
CRACKER BARREL OLD COUNTRY STORE, INC.TN · 620812904-001 | Merrill | $202M |
U.S. XPRESS ENTERPRISES, INC.TN · 621378182-001 | Transamerica | $118M |
RYMAN CORPORATE PROPERTIES, LLCTN · 873486852-002 | Lincoln Financial | $93M |
CIMPLIFYTN · 621657133-333 | July Business Services | $79M |
ASSOCIATED BUILDERS AND CONTRACTORS, INC.DC · 520579380-001 | Ameritas Life Insurance Company | $71M |
MILLER INDUSTRIES, INC.TN · 621566286-001 | Principal | $56M |
SOUTHERN CHAMPION TRAY, L PTN · 620452437-001 | OneDigital | $49M |
TBC RETAIL GROUP, INC.FL · 591823826-002 | Transamerica | $30M |
AGC CHEMICALS AMERICAS, INC.GA · 943343075-002 | JPMorgan Chase | $20M |
Top plans by assets
Searchable full list lands with the commercial layer.
| Plan | Assets | Participants | Fees | Tenure | Flags |
|---|---|---|---|---|---|
NISSAN NORTH AMERICA, INC.TN · 952108010-006 | $4.4B | 21,429 | $27,100 | 6y | 1 |
PACE INDUSTRY UNION-MANAGEMENT PENSION FUNDTN · 116166763-001 | $2.8B | 60,684 | $85,990 | 3y | - |
LIFEPOINT HEALTH, INC.TN · 270500485-001 | $2.6B | 68,144 | $14,750 | 1y | 1 |
KNIGHT-SWIFT TRANSPORTATION HOLDINGS INC.AZ · 205589597-003 | $1.0B | 36,328 | $20,900 | 1y | 2 |
AMEDISYS HOLDING, LLCLA · 364576454-001 | $955M | 24,237 | $32,750 | 2y | 2 |
BRADLEY ARANT BOULT CUMMINGS LLPAL · 630243316-001 | $694M | 1,558 | $16,732 | 5y | 1 |
BAKER DONELSON BEARMAN CALDWELL & BERKOWITZ P.C.TN · 621047356-002 | $628M | 1,622 | $8,687 | 4y | - |
LINCARE INC.FL · 592852900-001 | $470M | 13,831 | $12,500 | 4y | - |
SP MANAGEMENT SERVICES, INC.TN · 621736048-001 | $414M | 13,249 | $126,000 | 1y | 3 |
SUMITOMO CORPORATION OF AMERICASNY · 135612163-005 | $406M | 3,585 | $5,500 | 7y | 2 |
Flag exposure
87.5%Market: 89.1%
This provider
Market baseline
Share of this provider's plans tripping any deterministic red flag this year. Lower than market baseline = better risk surface.
Aliases resolved (13)
Raw Schedule C names collapsed into LBMC PC.
- EFREN FUENTES-NUNEZ
- EGAN CPAS LP
- LBMC
- LBMC INVESTMENT ADVISORS LLC
- LBMC PC
- LBMC TECHNOLOGY SOLUTIONS, LLC
- LBMC, P.C
- LBMC, P.C.
- LBMC, PC
- LBMC,PC
- LMBC
- LMBC PC
- LMBC, PC
Book composition by plan size
Bars stack to total plans served; segments use the same asset cutoffs as the /plans size filter. Up-and-to-the-right on the bigger segments = moving up-market.
Under $5M$5-50M$50-250M$250M-1B$1B+
Compliance posture vs market
Per-flag share for LBMC PC's book against the same flag's overall prevalence across all filings. Negative delta = under-indexed (cleaner book); positive = elevated risk surface.
| Flag | Plans flagged | Provider % | Market % | Delta |
|---|---|---|---|---|
| Recently terminated | 3 | 4.17% | 7.76% | -3.60 pp |
| Fidelity bond gap | 0 | 0.00% | 26.94% | -26.94 pp |
| Late contributions | 23 | 31.94% | 1.71% | +30.23 pp |
| Failed to provide benefit | 4 | 5.56% | 0.14% | +5.42 pp |
| Corrective distributions | 31 | 43.06% | 1.76% | +41.30 pp |
| Loss discovered | 0 | 0.00% | 0.00% | -0.00 pp |
New-plan formation share
Share of plans filing for the first time each year that landed with LBMC PC. Compare to the incumbent market share (0.1%) - higher = winning new business, lower = coasting on existing relationships.
0.0%-0.1 pp vs incumbent
Frequent partners by role
Who else shows up on LBMC PC's plans most often. Switch tabs by counterparty role - high-overlap names are either referral channels (advisors, auditors) or competitive blocks (other recordkeepers).
| Partner | Shared plans | % of book |
|---|---|---|
| Strategic Advisers | 8 | 11.1% |
| Mercer | 6 | 8.3% |
| SageView | 4 | 5.6% |
| Milliman | 3 | 4.2% |
| NEPC LLC | 3 | 4.2% |
| Advised Assets Group, LLC | 2 | 2.8% |
| Alliant Insurance Services | 2 | 2.8% |
| Buckingham Strategic Partners | 2 | 2.8% |
| Financial Engines Advisors LLC | 2 | 2.8% |
| Global Retirement Partners LLC | 2 | 2.8% |
Geographic penetration index
(Provider plans in state / state plans) divided by the provider's overall share of the market. Index 1.00 = average; > 1 = over-indexed (winning more than their fair share); < 1 = under-indexed (white space).